KAT ETF
Scharf ETF
KAT ETF Overview
KAT ETF (Scharf ETF) is managed by Scharf Funds with $678.3M in net assets. KAT expense ratio is 0.75%, holding 35 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2011-12-30.
KAT performance shows a YTD return of 3.91%. The 1-year return is 6.13% and the 5-year return is 6.12%. KAT dividend yield stands at 0.46%, paid quarterly.
KAT top holdings include Union Pacific Corp (6.1%), Occidental Petroleum Corp. (5.8%), Markel Group Inc (5.2%), Amazon.Com Inc (5.1%), Microsoft Corp (4.7%). Go to all KAT holdings, KAT sectors, or KAT dividends.
KAT can be compared against other funds. Use KAT overlap to find shared positions, or KAT vs another fund for a side-by-side view. KAT alternatives are available via the screener, along with tax-loss harvesting opportunities.